Brendan T. O'Connor, CFP®, CPA*

Brendan T. O'Connor, CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and Founder, has been a leader in the Financial Planning industry for over 30 years.  Brendan is also a Member of the Financial Planning Association®, FPA®, a national organization and The Estate and Financial Planning Council of Central New Jersey, even serving as President in prior years.

After graduating from Manhattan College with a BS in Accounting, Brendan started his career with Price Waterhouse in Philadelphia.  Brendan moved on to Financial Planning after 8 years with Price Waterhouse.

Brendan is also a Certified Public Accountant (CPA*), Member of the American Institute of CPA's (a national organization) and a Member of the Planning Giving Committee for the Meridian Health Affiliated Foundations for over 18 years.

Brendan is committed to helping his clients achieve and maintain the level of financial independence that they desire. He provides comprehensive financial planning services designed to help minimize his client's estate taxes. He also helps his clients that are business owners transfer their businesses to family members and/or charities. Brendan also assists in investment planning through analysis, design and asset allocation for pension, 401(k), IRA, and individual portfolios. His financial planning practice helps many individuals go from their work lives into retirement.

In his spare time, Brendan enjoys golf, snowboarding and spending time with his five grandchildren.

Osaic FA

Att:  Brendan T. O'Connor, CFP, CPA*
125 Half Mile Road, Suite 102
Red Bank, NJ 07701